TurboTax

### TurboTax: File Your Tax Return - App Description TurboTax is the trusted tax filing app used by millions each year to ensure their taxes are done right. Whether you prefer to file your taxes yourself or with the assistance of a tax expert, TurboTax provides you with the tools and support needed to get your maximum refund, guaranteed. #### Key Features: **1. Confidence in Every Return:** - **Accuracy Guaranteed:** TurboTax guarantees 100% accurate calculations. If there's an error in our calculations, we'll pay any resulting penalties. - **Lifetime Support:** Your tax return is covered with our Tax Return Lifetime Guarantee, ensuring accuracy, maximum refund, and audit support for up to 7 years. **2. Expert Help or DIY:** - **TurboTax Live Full Service:** Have a tax expert handle your taxes from start to finish. You can even choose to work with the same expert every year for consistency. - **TurboTax Live Assisted:** File your taxes with the help of our tax experts. Get unlimited expert assistance as you file, including a final review to ensure accuracy. - **Self-Filing:** If you prefer to file on your own, TurboTax guides you step-by-step to ensure you get your maximum refund with 100% accurate calculations. **3. Fast and Easy Filing:** - **Quick Start:** Upload last year's tax info or snap a photo of your W-2 or 1099-NEC, and TurboTax will autofill your information, speeding up the filing process. - **Investment Imports:** Import your investment information, including crypto transactions, directly into your return, saving you time and reducing hassle. - **Deduction Finder:** TurboTax searches up to 500 deductions and credits to ensure you don’t miss any, especially helpful for self-employed users. **4. Special Features:** - **File Faster:** The app allows you to file 30% faster than on a desktop. - **Bilingual Support:** TurboTax is available in both English and Spanish, with bilingual experts ready to assist you. TurboTax is the all-in-one solution for accurate and easy tax filing, giving you the peace of mind that your taxes are in expert hands or ensuring that you have the tools to file confidently on your own.

### TurboTax: File Your Tax Return - User Guide Welcome to TurboTax, the app that makes filing your tax return easy and accurate. Whether you prefer to do it yourself or get help from a tax expert, TurboTax has you covered. Follow this guide to navigate the key features and make the most of your TurboTax experience. #### Getting Started 1. **Download and Install:** - Install the TurboTax app from your device’s app store. - Open the app and create an account or log in with your existing Intuit account. 2. **Choose Your Filing Method:** - **TurboTax Live Full Service:** If you want an expert to handle your taxes, choose this option to have a tax professional manage your tax return from start to finish. - **TurboTax Live Assisted:** If you prefer to do it yourself but need some help along the way, select this option to get unlimited expert assistance while you file. - **Self-Filing:** Confident in your ability to file? Choose this option to file on your own with step-by-step guidance. #### Navigating the App 1. **Home Screen:** - After logging in, you’ll be greeted with the Home Screen, where you can start or continue your tax return. - Access your account settings, previous returns, and TurboTax help from the navigation menu. 2. **Start Your Tax Return:** - **Quick Start:** Upload last year’s tax return or take a photo of your W-2 or 1099-NEC to autofill your information. - **Manual Entry:** If you prefer, you can manually enter your income, deductions, and other tax details. 3. **Filing Your Taxes:** - **Answer Questions:** TurboTax will guide you through a series of questions to help you input your financial information. - **Deduction Finder:** Use this feature to identify deductions and credits you may qualify for, ensuring you maximize your refund. - **Investment and Crypto Imports:** If you have investments or crypto transactions, you can easily import this data into your return. 4. **Review and Submit:** - **Final Review:** Before submitting, TurboTax will check your return for any errors or missed deductions. - **Live Expert Review:** If you selected TurboTax Live Assisted, a tax expert will review your return to ensure everything is correct. - **Submit:** Once everything looks good, you can file your return electronically. #### Special Features 1. **Real-Time Refund Tracking:** - Track your refund status directly in the app after filing. 2. **Tax Return Lifetime Guarantee:** - TurboTax provides audit support and ensures your return’s accuracy for up to 7 years. 3. **Bilingual Support:** - Switch between English and Spanish, and access bilingual expert help if needed. 4. **Payment Options:** - Pay your TurboTax fees directly from your refund or use a credit/debit card. #### Getting Help 1. **In-App Help:** - Access tutorials, FAQs, and support articles in the Help section of the app. 2. **Live Expert Assistance:** - Contact a TurboTax expert for personalized help at any point during your filing process if you chose TurboTax Live Assisted. 3. **Customer Support:** - Reach out to customer service for any technical issues or additional help. With TurboTax, you’re in control of your tax return. Follow these steps to ensure a smooth and accurate filing experience. Thank you for choosing TurboTax!